Institutional Ownership Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 77.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
9,500
shares
|
$211,185
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,436
shares
|
$209,762
0.0% of portfolio
|
Q2 2025
Reduced 94.19%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
9,423
shares
|
$209,473
0.02% of portfolio
|
Q4 2024
Reduced 60.76%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
9,253
shares
|
$205,694
0.13% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
9,204
shares
|
$204,604
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
9,180
shares
|
$204,071
0.13% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,908
shares
|
$175,794
0.01% of portfolio
|
Q2 2025
Added 690.8%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
7,630
shares
|
$169,614
0.02% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
7,364
shares
|
$163,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
6,850
shares
|
$152,275
0.08% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
6,667
shares
|
$148,207
0.0% of portfolio
|
Q2 2025
Added 128.01%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
6,370
shares
|
$141,605
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,309
shares
|
$140,249
0.0% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
6,124
shares
|
$136,136
0.01% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,077
shares
|
$135,091
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,734
shares
|
$127,466
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
5,452
shares
|
$121,197
0.02% of portfolio
|
Q3 2025
Added 12.64%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,566
shares
|
$101,502
0.01% of portfolio
|
Q2 2023
Added 11.61%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
4,565
shares
|
$101,479
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
4,482
shares
|
$99,634
0.06% of portfolio
|
Q2 2025
Added 31.98%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,112
shares
|
$91,409
0.0% of portfolio
|
Q2 2025
Added 406.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
4,104
shares
|
$91,231
0.0% of portfolio
|
Q4 2024
Added 63.96%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,049
shares
|
$90,009
0.01% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,470
shares
|
$54,908
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,270
shares
|
$50,462
0.02% of portfolio
|
Q2 2025
Added 63.31%
|